FBDTX Mutual Fund

NAV$16.84

AUM$144M

TER0.39%

Holdings21

FBDTX Mutual Fund

NAV$16.84

American Funds 2025 Target Date Retirement Income Fund Class F2

AUM$144M

TER0.39%

Holdings21

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Holdings Overlap Analysis

Compare FBDTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBDTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBDTX Mutual Fund Overlap Analysis

FBDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FBDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FBDTX may share significant positions with broad-market funds.

FBDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBDTX tax-loss harvesting finds highly correlated but non-identical funds.